See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,965 | $138,044-88.4% | $125,339-87.3% | $134,475-88.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.10% | 750.33%-769.4pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,249 | $5,243-57.1% | $4,814-53.3% | $4,740-52.6% |
| Participant deferral / active EE | $5,632 | $7,799-27.8% | $7,446-24.4% | $6,400-12.0% |
| Admin fee / account holder | $94 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |